Bernstein has identified its top picks in the Japan consumer sector, highlighting companies with strong vertical integration and global expansion potential.
Fast Retailing - The Uniqlo parent company. Price target ¥90,400, 20% upside.
ASICS - Sports performance company. Price target ¥6,100, 31% upside.
Food & Life Companies - Operator of Sushiro chain. Price target ¥15,100, 48% upside.
Pan Pacific International Holdings - Don Quijote operator. Price target ¥1,100, 33% upside.












